2024 Investment Outlook
As we move into 2024, we expect the global economy to slow marginally and inflation to gradually subside — clearing the way for central banks to begin cutting interest rates around mid-year.
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends.
Editor's choice
Pathways to the future
How technology, innovation and change can provide unprecedented investment opportunities
East meets East: Economic links between the Middle East and China
Middle Eastern economies are on an Economic Diversification 2.0 path and we believe China fits right into their new economic growth model.
Latest insights
Fixed Income
Monthly fixed income update
August was another positive month for fixed income markets, with Fed Chairman Powell largely confirming that US rates would be cut in September. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
October 4, 2024
Weekly Market Compass
Weakening or normalizing? A big-picture view of the global economy.
We examine the normalizing US economy, diverging consumer sentiment in Europe and the UK, easing monetary policy in major Western economies, and encouraging stimulus in China.
October 1, 2024
Fixed Income
Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
October 1, 2024
Private credit
Why complement direct lending with real estate debt?
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.
September 27, 2024
Weekly Market Compass
Federal Reserve recalibrates monetary policy to avoid recession
The Federal Reserve (Fed) cut interest rates by 0.50% to keep the US economy in good shape and avoid falling behind the curve, but uncertainty lies ahead.
September 24, 2024
Real Estate
Global and US commercial real estate outlook — looking beyond 2024
A global and US real estate recovery with transaction activity re-accelerating and the start of a new real estate value cycle is close in our view.
September 24, 2024
Market
Harris versus Trump: What do political strategists think? Takeaways from our webinar
The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
September 19, 2024
Asset allocation
Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024
Paul Jackson, Global Head of Asset Allocation Research for EMEA, shares his views on portfolio allocations in the quarter ahead.
September 18, 2024
Weekly Market Compass
Market prepares for likely Federal Reserve rate cut
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
September 17, 2024
Market
Monthly Market Roundup
In our monthly market roundup for August, Invesco experts provide a rundown of a positive month for global equities and an update on the fixed income markets.
September 11, 2024
Weekly Market Compass
Stock market jitters and the case for a soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
September 10, 2024
Asset allocation
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
September 9, 2024
